See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $91,911-70.5% | $68,793-60.5% | $135,375-79.9% |
| Participation rate | 47.1% | 76.7%-29.7pp | 72.2%-25.2pp | 82.6%-35.6pp |
| Annual return | -7.42% | -8.22%+0.8pp | -4.63%-2.8pp | 519.73%-527.2pp |
| Employer contribution / active EE | $566 | $3,924-85.6% | $2,625-78.4% | $4,779-88.2% |
| Participant deferral / active EE | $806 | $4,315-81.3% | $3,311-75.7% | $5,609-85.6% |
| Admin fee / account holder | $467 | $9,240-95.0% | $5,131-90.9% | $10,827-95.7% |